Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WENDYS/ARBY GROUP INC. 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | NA | 26.18% | 1.85% | 7.07% | 6.66% | 7.97% | 7.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WENDYS/ARBY GROUP INC. 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | 26.18 | 1.85 | 7.07 | 6.66 | 7.97 | 7.41 | … | … | 0.48 | 9.65 | 16.06 | -18.34 | 5.69 | 20.74 | 20.36 | -5.78 | 11.94 | 5.79 | 4.17 | 6.17 | 15.57 | 15.49 | -1.03 | 13.87 | 26.54 | -21.98 | 8.97 | 11.98 | 8.69 | 12.15 | 22.47 | -5.04 | 3.35 |
| Sharpe Ratio | NA | 0.48 | -0.15 | 0.26 | 0.46 | NA | NA | … | … | 0.05 | 0.33 | 1.30 | -1.25 | 0.62 | 1.17 | 2.79 | -0.73 | 2.62 | 0.67 | 0.47 | 0.94 | 2.24 | 1.99 | -0.07 | 1.22 | 1.62 | -1.05 | 0.64 | 1.17 | 1.06 | 1.53 | 2.76 | -0.57 | 0.11 |
| Standard Deviation(%) | NA | 9.08 | 11.77 | 12.69 | 10.53 | NA | NA | … | … | 8.60 | 9.12 | 9.06 | 15.80 | 9.09 | 17.45 | 6.80 | 9.73 | 4.32 | 8.30 | 8.85 | 6.52 | 6.95 | 7.78 | 14.98 | 11.27 | 16.34 | 21.74 | 9.28 | 7.45 | 6.18 | 7.33 | 7.89 | 10.72 | 9.66 |
| Draw Down(%) | NA | 6.19 | 22.66 | 25.21 | 25.21 | NA | NA | … | … | 0.71 | 6.18 | 8.59 | 23.89 | 5.00 | 20.84 | 3.30 | 13.47 | 2.30 | 7.74 | 7.93 | 4.86 | 6.32 | 6.00 | 15.23 | 8.39 | 17.26 | 33.27 | 5.84 | 7.41 | 4.07 | 5.57 | 7.48 | 16.03 | 11.32 |
| Yield(%) | NA | 5.03 | 4.42 | 4.39 | 4.24 | NA | NA | … | … | NA | 1.00 | 4.87 | 3.04 | 4.31 | 4.40 | 4.80 | 4.11 | 0.48 | 3.36 | 7.78 | 4.84 | 4.76 | 3.96 | 3.11 | 4.06 | 3.86 | 5.14 | 6.54 | 5.55 | 4.52 | 4.15 | 3.81 | 3.82 | 6.13 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WENDYS/ARBY GROUP INC. 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
-6.20%
Feb 2006 – Feb 2009 |
0.08%
Feb 2004 – Feb 2009 |
5.03%
Oct 2013 – Oct 2023 |
5.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WENDYS/ARBY GROUP INC. 401K RETIREMENT PLAN Strategic Asset Allocation – Optimal Moderate |
19.76%
Feb 2009 – Feb 2012 |
16.74%
Feb 2009 – Feb 2014 |
10.91%
Feb 2009 – Feb 2019 |
9.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart